Cassandra Troy – Financial Adviser
Adviser identifying number: 303873
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:
The date the Financial Adviser commenced the appointment: 21/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HFB FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 1239400
Authorised Representative’s ABN: 23600646400
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Planning – Kaplan Professional
- Certificate IV in Financial Services (Finance/Mortgage Broking) – AAMC Training Group
- Diploma of Financial Services (Financial Planning) – FINSIA
- Margin Lending and Geared Investments – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Cassandra Troy is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility